Investment Leadership

Our team oversees the full investment process, including portfolio construction, asset allocation, and security selection.

By managing these decisions internally, we are able to maintain a disciplined and consistent approach across client portfolios, while ensuring investment strategies remain aligned with each client’s objectives and risk profile.

Drew Abbott, Senior Investment Advisor

T: (416) 308-4408
E: Drew.Abbott@td.com

Drew has over 25 years of experience advising a wide range of investors with diverse financial situations and objectives. Our clients include professionals, high net worth executives, money managers, small corporations and financial institutions. Forging strong client-advisor relationships based upon trust and communication, Drew is committed to finding the best investment solutions possible that reflect the unique investment goals of each client. Drew is the founder of the 3TO6TEAM, a division of the MLSE Foundation, a charity for at risk youth and sports development in Regent Park, Toronto.  He and his wife are the proud parents of two daughters.

Andrew Clayton, Portfolio Manager & Senior Investment Advisor

T: (519) 758-1395
E: Andrew.Clayton@td.com

Andrew began looking after the financial needs of individuals, families and corporations in 2011. He focuses on collaborating with clients to design portfolios that will help them meet their unique goals and objectives, and helps them plan for life’s transitions. In addition, he and his team are passionate about providing clients with exceptional, personalized service.
Andrew earned a Bachelor of Arts Degree at Western University and also holds the Family Enterprise Advisor (FEA) designation. The FEA Program is presented in collaboration with Alberta School of Business, Ivey Business School, and Sauder School of Business. He is also a Life Insurance Advisor with TD Wealth Insurance Services.
Away from the office, Andrew enjoys spending time with his wife and growing family.

Chad Neureuther, Associate Portfolio Manager & Investment Advisor

T: (416) 308-4408
E: Chad.Neureuther@td.com

As an Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.

Clay Abbott, Associate Investment Advisor

T: (519) 758-1395
E: Clay.Abbott@td.com

As an Associate Investment Advisor, I provide dedicated support to the lead Investment Advisor (IA) by executing the team strategy for investment solutions, client engagement and business development. In my role, I focus on new client acquisition through our discovery and planning process and provide recommended solutions based on the investment philosophy of our lead IA. I also leverage my wealth planning expertise to create goals based investment plans for prospective clients and existing clients as well as implementing and monitoring our investment management process.

Operations & Client Service

Our operations and service team provides day-to-day support for account administration, documentation, transfers, money movement, and client service requests.

Cindy Clost, Client Service Associate

T: (416)307-3974
E: Cindy.Clost@td.com

Cindy’s wealth of experience helping organize the many components that make up successful wealth solutions brings efficiency and clarity to
our time-tested process.

Beverly Culbertson, Client Service Associate

T: (905) 815-1603
E: Beverly.culbertson@td.com

Beverly has worked in the financial services industry since 2009 and has built a great rapport with her clients through her deep knowledge
of the industry and friendly approach.

Duke Baskaran, Administrative Associate

T: (905) 815-1603
E: Duke.Baskaran@td.com

Peppy Maclean, Client Relationship Associate

T: (905)815-2219
E: Peppy.maclean@td.com

Our additional specialists

Our additional specialists provide targeted expertise to support more complex client needs, estate and trust considerations, insurance strategies, and business succession planning.

Pierre Létourneau LL.B., MBA, CFA, Vice President, Business Succession Advisor


T:
(905) 501-0182
E: pierre.letourneau@TD.com

Pierre has been dedicated to providing comprehensive planning solutions to high-net worth families and business owners for over 15 years.

Bob Izatt CFP®, CLU®, CH.F.C, Senior Estate Planning Advisor

T: (906) 660-2397
E: bob.izatt@TD.com

Bob has worked in the financial planning and insurance industries for over 30 years and is currently dedicated to helping clients with their financial and non-financial assets in case of unforeseen events.

Andy Galvao, Senior Private Banker

T: (289) 208-0796
E: andy.galvao@td.com

Andy has worked with TD for over 20 years and utilizes his experience to create a personalized plan designed to help meet their current and future financial needs.